Monil Bankda
Product Manager
Pune
Summary
A business professional with over 5 years of experience in Product management, Partner management, Portfolio management, Sales across BFSI domain. Handling huge array of stakeholders to develop business strategy, enhancing customer experience while driving various products to optimizing their performance.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
Work History
Manager - Product & Partnership
Bajaj Finserv Direct Limited
11.2022 - Current
- Seek, evaluate and nurture potential credit card partnership opportunities aligning company's vision.
- Take charge of negotiating and executing partnership agreements with credit card issuers.
- Developed and implemented business strategies to achieve business goals and stay competitive
- Responsible for monitoring performance of business funnel and devise strategies as needed.
- Work closely with cross-functional teams, including call centre, marketing, COE and risk management to ensure successful functioning of credit card partnership.
- Analyze gathered information to provide resourceful insights and improve business volumes.
- Accomplished multiple tasks within established timeframes.
- Developed detailed plans based on broad guidance and direction.
- Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations
Manager - Sales
Bajaj Finance Limited
10.2019 - 10.2022
- Grew sales and boosted profits of Personal loan department of Bajaj Finance for western region.
- Drive team of sales professionals, managing their performance and development and increased sales by 72%.
- Build and maintain relationships with key stakeholders, including customers and internal teams.
- Monitor performance, track progress targets and provide useful insights to senior management.
- Build and nurture strong relationships to ensure satisfaction and generate referral business of unsecured personal loan.
Manager - Portfolio Management
ICICI Securities Limited
05.2018 - 04.2019
- Portfolio Management: Manage investment portfolio of HNI clients and ensuring alignment with their risk tolerance, financial objectives and market conditions.
- Financial Planning: Conduct comprehensive financial planning discussions with clients, including retirement planning, tax planning and estate planning.
- Business Development: Identify and pursue opportunities to expand client base.
- Performance Monitoring: Regular review and analyze investment performance, providing updates and recommend adjustments required to client.
Education
MBA - Marketing
MIT School of Telecom Management
Pune 07.2016 - 03.2018
B.Tech - Chemical Engineering
Institute of Technology Central University
Bilaspur 07.2012 - 05.2016
Skills
Product Management
Timeline
Manager - Product & Partnership
Bajaj Finserv Direct Limited
11.2022 - Current
Manager - Sales
Bajaj Finance Limited
10.2019 - 10.2022
Manager - Portfolio Management
ICICI Securities Limited
05.2018 - 04.2019
MBA - Marketing
MIT School of Telecom Management
07.2016 - 03.2018
B.Tech - Chemical Engineering
Institute of Technology Central University
07.2012 - 05.2016
Similar Profiles
Pranita LunawatPranita Lunawat
Manager, Finance and Accounts (Band B) at Bajaj Finserv Direct LimitedManager, Finance and Accounts (Band B) at Bajaj Finserv Direct Limited
MONEEK LATHEEYAMONEEK LATHEEYA
Sales Manager at Bajaj Finserv Direct LimitedSales Manager at Bajaj Finserv Direct Limited
DEEPIKA DUTTADEEPIKA DUTTA
Head of Legal & Compliance at Bajaj Finserv Direct Limited, B MARKETSHead of Legal & Compliance at Bajaj Finserv Direct Limited, B MARKETS